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Add Elements to Report Filters

Explains how to add elements to the workbook and worksheet filters of OfficeConnect reports.

You can use filters on an individual worksheet or workbook. Any element such as a department or location can be defined as a filter. When the filter is applied to an OfficeConnect sheet, it dynamically filters data to display only the values that match the filter.

You can filter reports by at least one of the following:

  • Accounts
  • Organization Structure
  • Versions
  • Currencies
  • Attributes
  • Custom Dimensions

Filters are applied to an individual worksheet or workbook, not to specific rows, columns or cells such as when applying elements in a report.

Applied filters follow OfficeConnect precedence rules, where filters at the worksheet level takes precedence over filters at the workbook level. See Reviewing Applied Elements for more information on precedence rules.

Multi-selecting Filters

You can define a set of filters for selection on your worksheet. From Worksheet Filters, search or browse for filters and select a subset of available filters by selecting elements individually or by multi-selecting using the context menu. Right-click to the context menu and choose:

  • Select Immediate Children
  • Select All Descendants.
  • Clear Immediate Children
  • Clear All Descendants
  • Expand All
  • Collapse All

The following is an example of a context menu from a worksheet filter:

Select All Descendants from Worksheet Filters Dialog

Multi-selecting filters is available from in the Filter tab from the Reporting pane, Worksheet Filters, Workbook Filters, and Repeating Reports. All descendants are selected or cleared even when the filter is in a collapse all state.

After selecting a subset of filters, you can access this subset from:

  •  A worksheet: The Filters tab in the Reporting pane. Use the Show Filters icon in the upper right of the Filters tab and the Worksheet Filters dialog to see all filters or only selected ones.
  • A workbook: The Workbook Properties > Filters tab.

Note: You can select multiple currencies for your subset, but can only select one currency to filter on the worksheet or workbook. A currency as a selected filter on the worksheet is explicit and will override any implied currency that comes from a level.

Apply Filters to  the Workbook

  1. Open the OfficeConnect workbook with applied accounts and time elements.
  2. Click Workbook Properties in the OfficeConnect toolbar and click the Filters tab. The Filters dialog appears with a list of any previously selected filters.
  3. Click  to open the Filters dialog.
  4. Search or browse for filters. Select the filters you want to include in subset. Click OK. The Enable filters check box is selected automatically. This check box indicates if workbook filters will filter data across the workbook. Navigate to the OfficeConnect tab and refresh the current worksheet, selected worksheets, or all worksheet to filter the worksheets.

To remove filters from a workbook: 

  1. Open the OfficeConnect workbook from which you want to remove the filter.
  2. Click the Filters tab from the Reporting pane.
  3. Do one of the following:
    1. Clear the Enable filter box and click Refresh All to retain the selection and not have it applied.
    2. Clear individual filter boxes on a sheet and click Refresh.

Apply Filters to a Worksheet

To apply a subset filters to a worksheet:

  1. Open the OfficeConnect workbook with applied accounts and time elements.
  2. (Optional) select the worksheet to which you want to apply a filter.
  3. Click Worksheet Filters in the OfficeConnect toolbar. The Filters dialog appears with a list of any previously selected filters.
  4. Search or browse  to select the elements you want to include in subset. Click OK. The subset of filters appear in the Filter tab from the Reporting pane.

To apply filters to a worksheet:

  1. From the Filter tab, select Enable Filters to enable filters for the worksheet.

Note: Clearing this check box will turn filters off, but will remember your prior filter selections.

  1. Select the filters to filter the worksheet.
  2. Navigate to the OfficeConnect tab and refresh the current worksheet, selected worksheets, or all worksheet to apply the filter.

Review or Verify Applied Filters

Click the Review tab from the Reporting pane to review filter metadata.

  • For worksheet filters, navigate to and expand the Worksheet.
  • For workbook filters, navigate to and expand the Workbook.

Applied filters are listed under Elements.

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